See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,682 | $39,122-52.2% | $57,179-67.3% | $62,891-70.3% |
| Participation rate | 60.6% | 70.5%-9.9pp | 75.3%-14.7pp | 69.3%-8.7pp |
| Annual return | 10.10% | 9.23%+0.9pp | 14.59%-4.5pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,287 | $1,874-31.3% | $2,682-52.0% | $2,281-43.6% |
| Participant deferral / active EE | $1,643 | $2,374-30.8% | $3,096-46.9% | $3,203-48.7% |
| Admin fee / account holder | $189 | $2,592-92.7% | $3,139-94.0% | $4,296-95.6% |